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kailangyu
Level 2

Reports combining unclassified and selected classes

Hi,

 

We use classes to label a subsets of our transactions.  For example, we have a class for 2019 renovations, to track various expenses related to our 2021 renovations.  For each employee, we have a label for all their transactions, including wages, continuing education, health insurance, etc., to track their "total benefits."

 

But, we also have many transactions that are not classified.

 

I can't figure out a way to do a report with certain classes selected, together with all the unclassified, together. 

 

I can do a report with just the classified.  I can do a report with specific classes selected.  But not both.

 

The only way to do both is to do a report by class (i.e. all classes, with no filters on any of the classes), and then export to excel, and then manually select what I need.  But this is cumbersome.  If I want to do a report spanning a few years, with each column for each year for comparison, I have to manually combine various excel spread sheet, each for each year, and then subtotal the classes I want.

 

In my view, all I I am really trying to ask for is a class filter (in reports) that allows me to both explicit classes and "unclassified classes" as needed.

 

Any thoughts?  Help much appreciated.

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